Microsoft Dynamics

Integrating OnBase with your Microsoft Dynamics applications

With the OnBase and Microsoft Dynamics ERP integration – including integrations for Dynamics AX, GP and NAV – organisations can connect transactional data stored in their Dynamics applications with supporting information stored in OnBase.

Directly from their Dynamics ERP screens, users quickly access needed information – like an invoice’s related purchase order and packing slip – while also taking advantage of native OnBase functionality like adding notes to documents. This not only speeds up processes but also frees up staff time to focus on other important tasks and initiatives.

Reduce costs and speed up business processes with an OnBase and Microsoft Dynamics ERP integration

By integrating Microsoft Dynamics with OnBase, all of the information needed to process transactions is instantly available directly from Dynamics screens including email, scanned images, electronic documents and forms.

As a result, users can:

Speed up business processes by accessing needed documents with a single click in their Dynamics ERP

Take advantage of automated indexing using values from Dynamics data to populate keyword fields when indexing documents in OnBase, shortening cycle times